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Try to search: CRM Outlook, Real Estate CRM, CRM Quickbooks

Found 19 listings
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Product Features:
  • Specific for Financial Advisors
  • Accounting Management
  • Calendar/Reminder System
  • Client Management
  • Client Portal
  • Daily Reports
  • Dashboard(s)
  • Data Management
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Estimates/Proposals
  • Invoicing
  • Knowledge Base Management
  • Lead Capture
  • Lead Management
  • Marketing Management
  • Meeting Management
  • Mobile Access
  • Pipeline Management
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Timesheet Management

FinCRM holds expertise in providing Full Stack Office Management and Customer Relationship Management (CRM) [...]

Address:
Office No 1, Tower No 2, Mayfair Towers, Shivaji Nagar , Pune, Maharashtra, India 411005
Phone: 020 4004 7890
Website:
Product Features:
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Analytics
  • API
  • Campaign Management
  • CRM
  • Custom Dashboard(s)
  • Customer Engagement
  • Surveys & Feedback
  • Widgets

InsuredMine is used by Independent Insurance Agents selling P&C or Commerical insurances. This all [...]

Address:
1900 Jay Ell Dr, Richardson, Texas - TX, United States TX 75081
Phone: +1 469 616 1821
Website:
Product Features:
  • Performance Metrics
  • Reporting/Analytics
  • Shift Swapping
  • Time Off Management
  • Timesheet Management

A Workforce management platform that helps businesses schedule job tasks/assignments, monitor checklists, analyze real-time [...]

Address:
Seattle, Washington State - WA, United States 98075,
Phone: +1 4257723403
Website:
Product Features:
  • API
  • Chatbot
  • Customer Service Analytics
  • Email Management
  • Feedback Management
  • Lead Capture
  • Live Chat
  • Multi-Lingual
  • Reporting/Analytics
  • Surveys & Feedback

Founded 2015, Landbot.io has been created for any brand that wants engage more with [...]

Address:
Carrer Mallorca, Barcelona, Barcelona, Spain 08036, ES
Website:
Product Features:
  • Performance Management
  • Team Management

SmartWinnr is a comprehensive platform that keeps your sales teams up-to-date with product knowledge, [...]

Address:
40 S Lemon Ave, Walnut,, 91789,, California - CA, United States
Website:
Product Features:
  • Specific for Accounting
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Expense Management
  • Expense Tracking
  • Fixed Asset Management
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Reporting
  • Tax Management

Like most entrepreneurs, Kirk Simpson, co-founder and CEO of Wave, hated everything to do [...]

Address:
235 Carlaw Ave, Suite 501 Toronto,, Ontario - ON, Canada M4M 2S1
Phone: 416-521-9141v
Website: